Endowment Gift

You can leave a legacy that supports the causes you love—year after year—by creating an endowed fund. Whether you create it now or later, your endowment will generate ongoing income to help the people and programs that matter most to you. It's a powerful way to make a lasting difference

You enjoy several benefits with an endowment gift

• Establish an endowment during your lifetime and see the impact each year
• Benefit from an income tax deduction in the year you make your gift
• Avoid capital gains tax on an endowment gift of appreciated property

How an endowment gift works

1. You make an initial gift to fund an endowment.
2. The assets in your endowment are invested to earn income.
3. A portion of the fund is distributed annually to achieve your desired impact.
4. You can make additions during your lifetime or supplement your endowment with your estate plan.

Endowment gift video

Income distributed from your endowment

When you create your endowed fund, you'll sign a fund agreement that outlines how you want your fund to be used and the impact you hope to make. Your endowment will be carefully invested to encourage steady, reliable growth. Each year, a percentage can be distributed to support the causes you've chosen?just as you intended.

Contact Us

If you have any questions about endowment gifts, please contact us. We would be happy to assist you and answer any questions you might have.